Admin

The Admin portal is for the subscription owner to manage the resources in their subscription. This is where you manage Workspaces, Users and Organisations.

Add a Workspace
A workspace is a container where your organisation data and user permissions sit. Workspaces allow you to separate and group your organisations and use...
Wed, 28 Nov, 2018 at 4:13 PM
Add a MYOB AccountRight Organisation
This help note will show you how to add a MYOB AccountRight online organisation to your workspace.  MYOB AccountRight Local and Network libraries fi...
Wed, 28 Nov, 2018 at 10:40 AM
Add a Xero Organisation
This help note will show you how to add a Xero organisation to your workspace.  For instructions on updating an existing organisation please see t...
Wed, 28 Nov, 2018 at 3:58 PM
Add a QuickBooks Online Organisation
This help note will show you how to add a QuickBooks Online organisation to your workspace.  For instructions on updating an existing organisation ...
Wed, 28 Nov, 2018 at 4:01 PM
Invite a User
Only Calxa subscription owners and co-owners can invite users to access their subscription. Once a user is invited the owner or co-owner can then set...
Tue, 20 Feb, 2018 at 4:13 PM
Set User Permissions
Calxa subscription owners and co-owners alone can invite users to access their subscription. Once a user is invited the owner or co-owner can then...
Tue, 18 Sep, 2018 at 10:37 AM
Delete a User
Calxa subscription owners and co-owners alone can invite users to access their subscription, set their user permissions and delete users. This help...
Tue, 20 Feb, 2018 at 4:12 PM
Organisations Menu
Under the main Admin menu there is an Organisations sub-menu. This menu shows a full list of organisations across all your workspaces with options to sy...
Mon, 15 Jan, 2018 at 11:54 AM
Add a MYOB Essentials Organisation
This help note will show you how to add a MYOB Essentials organisation to your workspace.  For instructions on updating an existing organisation...
Wed, 28 Nov, 2018 at 10:56 AM